SKU Management Admin Frontend

SKU Management Admin

Feature Overview

The SKU Management feature provides a centralized interface for administrators to create, view, edit, and manage all Stock Keeping Units (SKUs) within the Nimbly system. It serves as the master repository for product information, including identifiers, names, categories, units of measurement, and site availability. This feature is crucial for maintaining an accurate and organized product catalog, which is fundamental for inventory tracking, stock audits, and reporting.

Current Status

Released

Platform Compatibility

Web

Access & [Permissions](../Settings/Access control/AccessControlOverview.md) privileges.

Key Capabilities

• Create SKUs: Add new SKUs individually through a detailed form.
• Bulk Upload SKUs: Add multiple SKUs at once by uploading an .xlsx file based on a provided template.
• View & List SKUs: Display all SKUs in a paginated, sortable table with key details like SKU ID, Name, Available Sites, Category, UoM, and On Hand quantity.
• Edit SKUs: Modify the details of any existing SKU.
• Filter & Search:
  • Search for specific SKUs by name, category, or site.
  • Apply advanced filters based on Category, Site, and Unit of Measurement (UoM).
• Inventory Alerts: Configure a “Low Stock Alert” threshold for each SKU to trigger notifications** section, click on SKU Management.

2. View the List: The main content area displays a table of SKUs. Each row shows:
   • SKU ID: The unique identifier for the product.
   • SKU Name: The descriptive name of the product.
   • Available Sites: The number of locations where this SKU is available.
   • Category: The product category (e.g., Drygoods).
   • UoM: The Unit of Measurement (e.g., book).
   • On Hand: The current stock quantity.
   • Actions: An Edit (pencil) icon.
3. Filtering:
   • Above the table, use the Filter dropdowns for Categories, Sites, and UoMs to narrow down the list.
   • Make selections from the dropdowns and click the Apply button to update the table.

2. Creating a Single SKU

This workflow allows for the detailed creation of one SKU at a time.

1. Initiate Creation: On the SKU Management page, click the purple Add SKU button and select Add an SKU from the dropdown.
2. Fill in Details: The “Add an SKU” form appears. The user fills out the following fields:
   • SKU Name: Enter a descriptive name for the item (e.g., “Test SKU 1 Prod 1”).
   • SKU ID: Enter a unique code for the item (e.g., “testSKU13”).
   • Description (Optional): Provide more details about the SKU.
   • Category: Select a category from the dropdown list (e.g., “ATK”).
   • Unit of Measurement (UoM): Select the UoM from the dropdown (e.g., “Bag”).
   • Available to Sites: Use the multi-select dropdown to assign the SKU to one or more sites.
   • Low Stock Alert: Enter a number that will serve as the threshold for low stock notifications (e.g., “10”).
3. Save the SKU: Click the Save SKU button.
4. Confirmation: The system displays a success notification to define different re-order points for different items.

• Dependent Data: The dropdown lists for Category, Unit of Measurement, and Sites are populated from other areas of the system. These lists must be configured in their respective management modules before they can be assigned to SKUs.

Related Features & System Connections

• Sites Management: The “Available to Sites” field directly links SKUs to specific locations defined in a Sites roles and [permissions](../Settings/Access control/AccessControlOverview.md).
• Reporting: Data from SKU Management (like categories and stock levels) is essential for generating inventory, sales, and operational reports.

Best Practices

• Use Clear Naming Conventions: Establish and follow a consistent format for SKU IDs and Names to make them easy to search for and understand.
• Maintain Organized Categories: Keep the list of categories clean and well-defined to enable accurate filtering and reporting.
• Utilize Bulk Upload for Efficiency: For initial setup or adding large batches of new products, use the bulk upload feature to save time and prevent data entry errors.
• Set Meaningful Low Stock Alerts: Configure the low stock alert threshold based on lead times and sales velocity for each item to ensure timely reordering and prevent stockouts.